How to create and manage Event Forms

Before you start

Only designated users in your organisation have access to Object Manager. If you need something changed in Object Manager and don't have access, contact the people in your organisation responsible for configuring it.

How to create a new Event Form

1. Go to 'Object Manager' in the left sidebar.
2. Select 'Events'.
3. Select 'Forms'.
4. Click 'New' in the top right.
5. In the 'Form' field at the top, enter a name for your Event Form.
6. Click 'Add Section' to add your first section.
7. Add questions within each section using 'Add question' at the bottom of a section.
8. Configure each question: choose the question type, write the label, and set whether it's required.
9. Click 'Publish' to save and activate the form.

How to edit an existing Event Form

1. Go to 'Object Manager' in the left sidebar.
2. Select 'Events'.
3. Select 'Forms'.
4. Find the form you want to edit.
   
5. Make the required changes.
6. Click 'Publish'.

How to duplicate an existing Event Form

1. Go to 'Object Manager' in the left sidebar.
2. Select 'Events'.
3. Select 'Forms'.
4. Find the form you want to duplicate.
5. Click the three-dot menu (...) next to it.
6. Select 'Duplicate'.

The duplicated form is created in draft status with the same questions, sections, and field mapping. You can edit and publish it as a new Event Form.

How to deactivate an Event Form

1. Go to 'Object Manager' in the left sidebar.
2. Select 'Events'.
3. Select 'Forms'.
4. Find the Event Form you want to deactivate.
5. In the ‘Status’ column, click the toggle next to 'Active'.

You can change the toggle back to 'Active' later if needed.